About Us
Whitehouse Retirement Wealth Group
We bring specialized knowledge in the field of wealth planning and retirement. And our life experiences have shaped the values we bring to serve you.
We are passionate about protecting our clients’ future security, finances, and comfort during retirement.
You dream of a worry-free secure future.
You want knowledge and guidance to grow your investments for the life you imagine.
Here’s how you get clarity on your future and wealth:
We journey with clients through every stage of life and help them arrive at their wealth goals to protect and grow their invested dollars.
We manage clients' money through our Discretionary Wealth Management services.
We prioritize building a lasting trust relationship so we can collaborate with clients in a long-term investment strategy with transparency.
We take a personalized approach through a conservative investing strategy for lasting results.
Why are we concerned with your secure future?
My father’s financial downfall kindled my lifelong pursuit.
His entrepreneurial genius allowed us to have the outward appearance of a well-to-do family.
But when he lost it all, that’s when I learned the most valuable lesson about money.
My father started a family furniture store, which ultimately flourished to become the largest store of its kind filling half of a city block in Calgary’s Beltline area, in a booming downtown of the 1970s.
His brilliant mind and his endless ideas were matched by his energy to act on them.
He pursued all sorts of entrepreneurial things, but the furniture store in Calgary prospered the most.
Mistakes
But mistakes were made. The store was put into receivership. He never recovered and ultimately, he died penniless.
This lesson built my foundational beliefs about managing money and planning. It’s the reason why I care to help people protect their future.
Years after his death, we discovered mental health issues challenged many in our extended family. We realized our dad likely also spiraled to his financial downfall because of difficulties with mental health.
Blind spot
But one of his biggest blind spots was about planning for the future. Had he invested any of his money from any of his businesses before he passed, my mother in her old age could have been well off. Ultimately she managed with a small pension, and by receiving help from her eight children.
My mom was always the frugal and conservative one. But she could only do so much about her husband’s decisions.
Do not let this happen …
So, I became intensely interested in finances with the idea: “Do not let this happen to yourself.”
It spilled over into my work and drove my decision to enter a career in finance. I knew I could help others in creating a safe future with a smart plan with their money.
Wish I knew
I meet men and women from every type of financial background. Their desire for a safe future reminds me of my mother’s desire for peace of mind and her eye on the big picture. I wish I knew back then how to protect my mom before she was left with little.
And so, from a young age, I took the dollars I earned, and committed to a plan to one day have zero problems with money.
Simple
I’m now dedicated to helping individuals and families who desire the best for their financial futures, preserve their wealth, and live comfortably. Simple.
